Who Owns INNOVATOR ETFS TRUST (BFRZ)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $82.2M of INNOVATOR ETFS TRUST (BFRZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Visionary Wealth Advisors ($9.9M), Triad Wealth Partners, LLC ($9.4M), Orion Porfolio Solutions, LLC ($6.8M), Sigma Planning Corp ($4.8M), Brookstone Capital Management ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Visionary Wealth Advisors$9.9M365,898Added
2Triad Wealth Partners, LLC$9.4M346,426Added
3Orion Porfolio Solutions, LLC$6.8M253,350Added
4Sigma Planning Corp$4.8M175,756Added
5Brookstone Capital Management$4.7M173,191Added
6Kestra Advisory Services, LLC$4.7M172,167Trimmed
7Cambridge Investment Research Advisors, Inc.$4.2M155,053Added
8Balance Wealth, LLC$4.1M152,468Added
9ATX Financial Planning, LLC$2.6M95,746Trimmed
10Signal Advisors Wealth, LLC$2.6M94,548Trimmed
11ENVESTNET ASSET MANAGEMENT INC$2.5M94,129Trimmed
12Encompass More Asset Management$2.4M89,622Added
13Maia Wealth LLC$2.2M80,619Added
14Atria Investments, Inc$1.6M59,494Added
15PLANWISER FINANCIAL, LLC$1.4M52,368Added
16SIGNATUREFD, LLC$1.3M49,751Added
17MML INVESTORS SERVICES, LLC$1.3M48,186Added
18AXXCESS WEALTH MANAGEMENT, LLC$1.3M47,312New
19OSAIC HOLDINGS, INC.$1.1M40,434Added
20Cetera Investment Advisers$1.0M38,011Added
21LPL Financial LLC$979,70236,245New
22Sovran Advisors, LLC$977,09836,391Trimmed
23INDEPENDENT FINANCIAL GROUP, LLC$825,14530,527Added
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$811,90030,037Added
25Ashton Thomas Private Wealth, LLC$728,05826,935Added

Source: SEC Form 13F filings · as of 2026-06-30